SentinelOne, Inc. ( S ) shares are trading lower Friday after the company reported mixed fourth-quarter financial results on Thursday after the market closed and issued first-quarter adjusted earnings per share guidance below estimates.

SentinelOne ( S ) stock is feeling bearish pressure. Why is S stock dropping?

Q4 Results And Business Metrics

SentinelOne ( S ) reported adjusted earnings per share of 7 cents, beating the consensus estimate of 6 cents. In addition, it reported revenue of $271.153 million, missing the consensus estimate of $271.155 million, but representing a 20% year-over-year increase.

Annualized recurring revenue increased 22% to $1.119 billion as of Jan. 31.

Customers with annualized recurring revenue of $100,000 or more grew 18% year-over-year to 1,667 as of Jan. 31.

Cash, cash equivalents and investments totaled $769.6 million as of Jan. 31.

"We surpassed the $1 billion revenue milestone, growing 22% year-over-year, and achieved full-year operating profitability – a strong close to fiscal year '26," said CEO Tomer Weingarten. "Businesses of all sizes, including the world’s largest enterprises, are standardizing on the Singularity platform as the foundation for securing AI and autonomous cybersecurity."

Looking ahead, SentinelOne ( S ) sees first-quarter adjusted earnings per share of 1 cent to 2 cents, versus the consensus estimate of 5 cents. Furthermore, it sees revenue of $276.00 million to $278.00 million, versus the consensus estimate of $277.03 million.

For the fiscal-year, the company expects adjusted earnings per share of 32 cents to 38 cents, versus the consensus estimate of 30 cents. It also sees revenue of $1.19 billion to $1.205 billion, versus the consensus estimate of $1.204 billion.

SentinelOne Shares Edge Lower

S Price Action: At the time of publication, SentinelOne ( S ) shares are trading 3.63% lower at $13.28, according to data from Benzinga Pro.

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